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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Family Management
New York
| US$ 434 mi | +US$ 24,1 mi | +6% | 5,18% | 69% | 186 | 25,81% | 2,6 |
|
| 2952 |
2952
Alera Investment Advisors
Deerfield,
Illinois
| US$ 434 mi | +US$ 10,9 mi | +3% | 6,94% | 28,9% | 181 | 8,84% | 1,9 |
|
| 2953 |
DCM
2953
Divisar Capital Management
San Francisco,
California
| US$ 434 mi | +US$ 25,2 mi | +6% | 7,93% | 194% | 35 | 14,29% | 2,5 |
|
| 2954 |
2954
Citizens Business Bank
Ontario,
California
| US$ 434 mi | -US$ 2,83 mi | -0,6% | 6% | 120% | 122 | 13,93% | 6,3 |
|
| 2955 |
2955
Oak Harvest Investment Services
Houston,
Texas
| US$ 434 mi | +US$ 49,5 mi | +13% | 6,19% | 120% | 106 | 16,04% | 1,5 |
|
| 2956 |
2956
Center for Financial Planning
Southfied,
Michigan
| US$ 434 mi | +US$ 22,1 mi | +5% | 6,06% | 64,4% | 559 | 6,8% | 2,5 |
|
| 2957 |
2957
One William Street Capital Management
New York
| US$ 433 mi | +US$ 329 mi | +313% | 3,46% | 44% | 4 | 25% | 0,3 |
|
| 2958 |
2958
Peavine Capital
Reno,
Nevada
| US$ 433 mi | +US$ 6,91 mi | +2% | 4,07% | 30,8% | 13 | 7,69% | 3,9 |
|
| 2959 |
2959
One Wealth Advisors
San Francisco,
California
| US$ 433 mi | -US$ 4,98 mi | -1% | 8,4% | 66% | 639 | 70,42% | 1,4 |
|
| 2960 |
2960
Sapience Investments
Newport Beach,
California
| US$ 433 mi | -US$ 43,8 mi | -9% | 1,48% | 54,9% | 82 | 7,32% | 3,3 |
|
| 2961 |
2961
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$ 432 mi | +US$ 29,9 mi | +7% | 4,13% | 39,5% | 46 | 10,87% | 1,7 |
|
| 2962 |
2962
Land & Buildings Investment Management
Stamford,
Connecticut
| US$ 432 mi | -US$ 31,8 mi | -7% | 5,54% | 53,9% | 24 | 25% | 1,2 |
|
| 2963 |
2963
Sagefield Capital
Dallas,
Texas
| US$ 432 mi | +US$ 37,8 mi | +10% | 3,58% | 115% | 123 | 44,72% | 0,7 |
|
| 2964 |
2964
Hein Park Capital Management
New York
| US$ 432 mi | +US$ 84,5 mi | +24% | 2,22% | 122% | 9 | 11,11% | 1,6 |
|
| 2965 |
2965
NWF Advisory Services
Los Angeles,
California
| US$ 431 mi | – | – | 8,09% | 120% | 284 | – | 0 |
|
| 2966 |
2966
Domani Wealth
Lancaster,
Pennsylvania
| US$ 431 mi | +US$ 31,3 mi | +8% | 7,05% | 48,6% | 122 | 8,2% | 4,9 |
|
| 2967 |
2967
Fractal Investments
Glastonbury,
Connecticut
| US$ 430 mi | +US$ 10,8 mi | +3% | 2,37% | 74,2% | 104 | 19,23% | 0,8 |
|
| 2968 |
2968
180 Wealth Advisors
Federal Way,
Washington
| US$ 430 mi | +US$ 4,58 mi | +1% | 10,8% | 165% | 390 | 12,56% | 2,8 |
|
| 2969 |
2969
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 429 mi | +US$ 30,2 mi | +8% | 6,03% | 14,7% | 32 | 15,63% | 2,5 |
|
| 2970 |
2970
Confluence Wealth Services
Mcmurray,
Pennsylvania
| US$ 429 mi | +US$ 44,1 mi | +11% | 6,03% | 69,4% | 262 | 12,21% | 1 |
|
| 2971 |
PGCM
2971
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 428 mi | -US$ 30,5 mi | -7% | 2,08% | 135% | 205 | 30,24% | 2 |
|
| 2972 |
2972
Winslow Asset Management
Beachwood,
Ohio
| US$ 428 mi | +US$ 5,81 mi | +1% | 8,31% | 89,9% | 76 | 7,89% | 6,8 |
|
| 2973 |
2973
McIlrath & Eck
Arlington,
Washington
| US$ 428 mi | +US$ 40,1 mi | +10% | 6,96% | 44% | 982 | 16,19% | 3,1 |
|
| 2974 |
2974
American Assets Capital Advisers
San Diego,
California
| US$ 428 mi | +US$ 15,3 mi | +4% | 11,2% | 73,5% | 41 | 29,27% | 2,5 |
|
| 2975 |
2975
High Probability Advisors
Pittsford,
New York
| US$ 428 mi | +US$ 62,8 mi | +17% | 4,19% | 52,6% | 44 | 2,27% | 1,8 |
|